Creative Planning SPMD Holdings History
Creative Planning's SPDR Portfolio S&P 400 Mid Cap ETF Holding Summary
As of 2025-03-31, Creative Planning held 80.14 Mil shares of SPDR Portfolio S&P 400 Mid Cap ETF(SPMD), totaling $4.10 Bil. This investment constitutes 3.86% of their stock portfolio, and Creative Planning now holds 33.86% of the outstanding SPDR Portfolio S&P 400 Mid Cap ETF(SPMD) stock.
The initial trade took place in 2020Q3. And since then Creative Planning has made 19 purchases of SPMD, at an average price of $42.62, for a total of 80.14 Mil shares. Based on historical transaction data and SPMD's current price of $55.70, Creative Planning's estimated gain on his SPMD holdings is $1.05 Bil, reflecting a 30.72% gain to date.
Creative Planning SPMD ($55.70) Holding Chart
Creative Planning SPMD ($55.70) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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